RS Crum Inc.
RS Crum Inc. is a fee-only financial planning and investment management firm headquartered in Newport Beach, California. Founded in 1976, the firm is a Registered Investment Adviser serving high-net-worth individuals and families in Orange County and surrounding areas. The company focuses on providing comprehensive wealth management, financial planning, and investment advisory services. RS Crum is staffed by a team of professionals dedicated to personalized strategies and long-term client relationships.
Investment Strategy
RS Crum Inc. utilizes a disciplined, diversified investment approach tailored to each client's unique goals and risk tolerance. The firm prioritizes evidence-based asset allocation, predominantly using low-cost index funds and ETFs, with a focus on global diversification, risk management, and long-term growth. Their investment process is rooted in financial planning, integrating portfolio management with clients' broader financial lives. RS Crum does not take custody of client assets and acts with a fiduciary responsibility, emphasizing fee-only advice and transparency.
Top Holdings
Equity Positions (91)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BSV | VANGUARD BD INDEX FDS | 18.48% | $77.1M | 979,150 | $77.73 | $78.70 | +$2.1M |
D DFUS | DIMENSIONAL ETF TRUST | 11.59% | $48.4M | 721,564 | $52.93 | $67.02 | +$6.3M |
D DFAC | DIMENSIONAL ETF TRUST | 10.74% | $44.8M | 1,249,370 | $29.16 | $35.84 | +$3.9M |
D DFIC | DIMENSIONAL ETF TRUST | 8.55% | $35.7M | 1,147,241 | $23.60 | $31.09 | +$3.7M |
D DFEM | DIMENSIONAL ETF TRUST | 4.80% | $20.0M | 675,100 | $24.76 | $29.68 | +$3.4M |